Field Names and Descriptions
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Default Value
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Enable Global Template
To enable a global budget template for all new budgets, select the check-box.
If this setting is enabled, users will not be able to use any other budget template other than the defined global template when creating a budget.
Selecting the check-box will cause a drop-down list containing all existing budget templates to appear. Select the desired budget template from the list.
See Creating or Editing Budget Templates for more information.
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Enable Global Template—Disabled (check-box cleared)
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Default Time Period
Defines the default time period for the budget template. This setting only affects budgets created with templates that have no time-based parameters. See Budget Template Parameters for more information.
Select one of the following:
•Life of Matter—Budgets created with this setting enabled will default to life of matter budgeting. Life of matter budgets have no fiscal year. Instead, budgeting is done by vendor or codes or both. •Year—Budgets created with this setting enabled will default to budgeting by year. |
Default Time Period—Year
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Global Start Date
Defines the earliest start date for all accounts created in TeamConnect Financial Management.
For installations with no existing account records, this field is editable from Budget Settings. For installations with existing account records, this field is not editable from Budget Settings and must be edited directly in the database, along with the existing accounts.
Important: Incorrectly editing this field in the database could lead to problems with your TeamConnect instance. Please contact Mitratech support for more information.
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Default Global Start Date—1/1/2005
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Global End Date
Defines the latest end date for all accounts created in TeamConnect Financial Management.
For installations with no existing account records, this field is editable from Budget Settings. For installations with existing account records, this field is not editable from Budget Settings and must be edited directly in the database, along with the existing accounts.
Important: Incorrectly editing this field in the database could lead to problems with your TeamConnect instance. Please contact Mitratech support for more information.
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Default Global End Date—12/31/2025
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Enable Cost Centers on Invoices
To enable the Cost Centers page on Invoice records, select the check-box. See Cost Centers for more information.
This setting does not enable the Cost Centers page on any custom object view, such as Dispute and Transaction Invoice.
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Enable Cost Centers on Invoices—no checkmark
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Enable Cost Center Allocation on Invoices
Specifies whether users can edit cost center allocations for an individual invoice.
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Enable Cost Center Allocation on Invoices—no checkmark
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Budgetable Items Limit
This value controls the number of budgetable items (budget template parameters) that can be created during budget creation.
Users will encounter the following error if they attempt to create a budget that results in the creation of a number of budgetable items that exceeds this value:
You have exceeded the limit of {2,000} budgetable items by {X}.
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Budgetable Items Limit—2,000
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Enable Posting Without a Budget
Specifies whether users can post an invoice that is not associated with an account. Select this checkbox to enable posting without an associated account. When this setting is enabled and a user posts an invoice, the system creates an account and automatically associates the account with the invoice.
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Enable Posting Without a Budget—no checkmark
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Accrual Reversal Settings
These settings specify whether the Accruals column on the Budgets page of matters automatically updates when you post a non-accrual invoice:
•No Accrual Reversals—Specifies that the Accruals column does not update when you post a non-accrual invoice. •Reverse Total Accrued Amount—Specifies that amounts in the Accruals column update to $0 when you post a non-accrual invoice. •Reverse Accrued Amount By Actual Posted—Specfies that amounts in a non-accrual invoice subtract from the amounts in the Accruals column when you post the non-accrual invoice. |
No Accrual Reversals
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Vendor Role Settings
These settings define the default roles that are selected during the creation and editing of budgets:
•Force Use of Vendor Roles—Select this checkbox to specify that the vendor roles added to this section are the only roles available when a user is budgeting for the Record Type. If this field does not have a checkmark, all roles are available when a user is budgeting.
•Record Type—Select the desired custom object from the list of custom objects with Involved Parties. •Role—Select the desired Involved Party categories for the selected Record Type. Click the Add button to add the selected Role for the selected Record Type to the list of vendor roles.
To remove vendor roles, click the corresponding red X icon in the Action column of the list of vendor roles.
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Vendor Role Settings—None
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Enable Override Security
By default, users who cannot view a matter or vendor will not see the matter and vendor names on the Budget tab of invoices.
If Enable Override Security is set to Yes, users will see the Matter and Vendor names.
Note: The users will still not be able to open the Matter or Vendor tabs. This option only adjusts the Budget tab.
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No
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